It does not take long in life before we start to build up assets, and the longer we work the more assets we collect. This can cause tax issues for your loved ones when you die. When was the last time you actually sat down and looked at your asset base? For example if you died tomorrow is there a last will in place to cover your estate? Will your loved ones be able to get the assets without the need of a prolonged probate legal process?
Imagine that you or your partner were to die suddenly, or be diagnosed with a serious illness. Quite apart from the emotional impact on you personally, and your family, are they prepared?
We use some of the best offshore protection products available combined with tools such as offshore trusts to provide secure structures to protect your assets.
Balquidder caters to the needs of international expatriates and international investors across the globe. The majority of our clients are professionals and successful in their chosen fields. You may be working for a large international company, contracting overseas, a diplomat, or run your own business, you may have retired and need advice on how to best structure your existing portfolio or cash deposits? Whatever your circumstances, we could help you to achieve your investment goals and financial objectives.
At Balquidder we offer different levels of service to suit your needs, as well as the traditional method of personal visits, we use the internet and online video conferencing with our clients who prefer to communicate and manage their assets online. This allows our advisers to spend more time in the office monitoring their client’s assets and provide an overall higher level of service than the majority of our competition.